Curi RMB Capital’s Independent Bank INDB Stock Holding History

Curi RMB Capital’s Portfolio INDB Stock Details INDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,147	Closed	-$453K	–	909
2025 Q4	$453K	Buy	6,147 +387	+7%	+$27.5K	0.01%	641
2025 Q3	$402K	Buy	5,760 +663	+13%	+$45.1K	0.01%	548
2025 Q2	$324K	Hold	5,097	–	–	0.01%	576
2025 Q1	$322K	Hold	5,097	–	–	0.01%	427
2024 Q4	$327K	Hold	5,097	–	–	0.01%	451
2024 Q3	$301K	Sell	5,097 -360	-7%	-$21.2K	0.01%	489
2024 Q2	$277K	Hold	5,457	–	–	0.01%	485
2024 Q1	$284K	Hold	5,457	–	–	0.01%	504
2023 Q4	$359K	Hold	5,457	–	–	0.01%	426
2023 Q3	$268K	Sell	5,457 -2,789	-34%	-$148K	0.01%	446
2023 Q2	$367K	Sell	8,246 -101	-1%	-$5.24K	0.01%	409
2023 Q1	$548K	Hold	8,347	–	–	0.02%	352
2022 Q4	$705K	Hold	8,347	–	–	0.03%	318
2022 Q3	$622K	Hold	8,347	–	–	0.02%	333
2022 Q2	$663K	Hold	8,347	–	–	0.02%	320
2022 Q1	$682K	Hold	8,347	–	–	0.02%	302
2021 Q4	$681K	Sell	8,347 -202	-2%	-$16.8K	0.02%	328
2021 Q3	$651K	Hold	8,549	–	–	0.02%	323
2021 Q2	$645K	Hold	8,549	–	–	0.02%	329
2021 Q1	$720K	Hold	8,549	–	–	0.03%	303
2020 Q4	$624K	Hold	8,549	–	–	0.02%	393
2020 Q3	$448K	Hold	8,549	–	–	0.02%	434
2020 Q2	$574K	Hold	8,549	–	–	0.03%	390
2020 Q1	$550K	Hold	8,549	–	–	0.03%	386
2019 Q4	$712K	Hold	8,549	–	–	0.02%	404
2019 Q3	$638K	Hold	8,549	–	–	0.02%	454
2019 Q2	$651K	Buy	+8,549	New	+$666K	0.02%	490

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Curi RMB Capital's INDB Position: Q1 2026 in Review

Curi RMB Capital sold out of Independent Bank (INDB) in Q1 2026, closing a stake of 6,147 shares — an estimated $453K sold.

Curi RMB Capital first reported a position in INDB in Q2 2019 and held it in 27 quarters. The position peaked at $720K in Q1 2021. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

Curi RMB Capital reported no remaining Independent Bank position as of Q1 2026 after selling out during the quarter.
Curi RMB Capital sold 6,147 Independent Bank shares in Q1 2026, an estimated $453K.
Curi RMB Capital first reported a position in Independent Bank in Q2 2019 and held it in 27 quarters.
Curi RMB Capital's Independent Bank position peaked at $720K in Q1 2021.
332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.